Sales Orders: Standard Configuration of Status and Actions


Statuses and Actions Sales Orders
The table below shows the standard configuration of statuses and actions in the sales order process. The source status is the status in which the process currently resides. The target status is the status the process transitions to after performing the action. Except for the final status, a target status must also be included as a source status.
| Source Status | Action | Target Status |
| Created | Change all | Created |
| " | Change general | Created |
| " | Change prices | Created |
| " | Change quantities | Created |
| " | Change dates | Created |
| " | Deliver goods | Delivery note |
| " | Change units | Created |
| " | Delete | Deleted |
| " | Confirm | Reconfirm |
| " | Cancel | Cancelled |
| Imported | Change all | Imported |
| " | Validate | Created |
| Reconfirm | Change all | Reconfirm |
| " | Change general | Reconfirm |
| " | Change prices | Reconfirm |
| " | Change quantities | Reconfirm |
| " | Change dates | Reconfirm |
| " | Deliver goods | Delivery note |
| " | Delete | Deleted |
| " | Reconfirm | Reconfirm |
| " | Cancel | Cancelled |
| Delivery note | Change all | Delivery note |
| " | Approve for invoicing | Approved for invoicing |
| Approved for invoicing | Change all | Approved for invoicing |
| " | Invoice | Invoiced |
| Invoiced | Change all | Invoiced |
| Cancelled | Change all | Cancelled |
| " | Delete | Deleted |
| Deleted | Change general | Deleted |
Example
In the image below, you can see that the status Created changes to the status Delivery note by the action Deliver goods. For actions, it is possible to choose whether the user must fill in a memo field when performing the action. For the User memo, the following options are available: None, Optional, or Mandatory.
Attention! Making changes to the standard configuration of the status-and-action model can have far-reaching consequences within MKG. Therefore, we advise doing this in consultation with the application manager, the MKG consultant, or via the MKG Helpdesk.
- Published:24 feb 2026 22:04
- TypeHandleidingen
- Category
- Product
- AvailabilityOpenbaar